See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,029 | $82,664+156.5% | $125,339+69.2% | $68,494+209.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -12.82% | -5.97%-6.8pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $610 | $3,381-81.9% | $4,814-87.3% | $2,596-76.5% |
| Participant deferral / active EE | $6,821 | $6,110+11.6% | $7,446-8.4% | $4,027+69.4% |
| Admin fee / account holder | $4,247 | $6,275-32.3% | $10,010-57.6% | $5,403-21.4% |